Modern portfolios
made easy
Investments are evolving, and clients are wanting more from their trust companies. They seek comprehensive insights into the full picture of their wealth, anticipating future opportunities and relying on your expertise to deliver. The good news — Cheetah equips trust organizations with the tools to navigate this shift and grow.
Serve your clients in a way that’s efficient, cost-effective, and profitable.
Scalable investment capabilities
Solutions for
every investor
Each investor has unique preferences. Whether your clients prefer standardized portfolios or personalized strategies like separately managed accounts (SMAs), you can offer tailored investment solutions with Cheetah.
Tools for
complex investments
Stay ahead in executing sophisticated investment strategies within a trust framework. As investments become increasingly complex, leverage advanced tools and expertise.
- Access a wide range of curated products and strategies.
- Tailor portfolios to meet client needs.
- Leverage robust trading tools.
- Make informed decisions with market insights.
Confidence to grow
your services
Empower your organization to embrace the future of the trust and wealth management industry. Navigate market complexities with confidence to provide exceptional service and drive growth.
- Win more high-net-worth clients with holistic wealth management.
- Manage trust functions and investments from a seamless solution.
- Increase productivity through automated workflows.
See the challenges.
Spot the opportunities.
Trust and wealth management isn’t what it used to be. Technology, talent, and client expectations are shifting fast, and sticking to the same old approach won’t cut it. Outpace: A Guide to Navigating Today’s Challenges of Trust and Wealth Management breaks down what’s happening and how firms like yours can move faster, work smarter, and stay ahead of the competition.